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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachael? Claim Your ProfileRachael E. Wyatt is an investment advisor representative at Venturi Private Wealth. Rachael has been in the financial industry since 1997. Rachael is licensed to provide investment advice in Texas. The firm's main office is located in Austin, Texas. They provide a variety of services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for individuals and portfolio management for pooled investment vehicles. Their client base consists of high net worth individuals, individuals other than high net worth, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
12/11/2020 - Present
Venturi Private Wealth (AUSTIN TX)
TX
07/31/2003 - 11/17/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
05/16/2002 - 05/29/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
03/26/2002 - 05/29/2003
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
NY
05/12/1997 - 03/18/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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